Ability to add links to internal notifications in deal-based workflowsSOLVE
Jan 22, 2019 6:56 PM
We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow.
We'd like to add in a link in the internal email notification so that people can go in and view the deal, however there doesn't seem to be a way to do this.
Can anyone suggest a work around?
Solved! Go to Solution.
Jan 26, 2019 5:37 PM - edited Mar 17, 2020 1:54 AM
Q: We'd like to add in a link in the internal email notification so that people can go in and view the deal. Is there a way to do this??
Short A: Yes.
You'll want to add the following code to your internal notification.
Where <Portal ID> = HubSpot Portal ID
Where <Deal: Deal ID> = Deal Token Deal ID
https://app.hubspot.com/contacts/<Portal ID>/deal/<Deal: Deal ID>
- see image (Deal Workflow Internal Email Example)
- see image (Resulting Email Notification Example)